Kelly Financial Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1
| Closed | -$64 | – | 693 |
|
2022
Q3 | $64 | Hold |
1
| – | – | ﹤0.01% | 680 |
|
2022
Q2 | $47 | Hold |
1
| – | – | ﹤0.01% | 668 |
|
2022
Q1 | $190 | Sell |
1
-62
| -98% | -$11.8K | ﹤0.01% | 645 |
|
2021
Q4 | $15.9K | Sell |
63
-10
| -14% | -$2.52K | 0.01% | 291 |
|
2021
Q3 | $16.6K | Sell |
73
-18,418
| -100% | -$4.19M | 0.01% | 275 |
|
2021
Q2 | $73K | Buy |
+18,491
| New | +$73K | ﹤0.01% | 414 |
|